A User Group is a collection of Users that you can use you to:
- invite multiple Users to the same Project at the same time
- invite multiple Users to the same Task at the same time
- share documents with the same group of Users multiple times
You need to be a Project Owner or have User Category ‘Operations‘ to access this feature. If you need to create a User Group and don’t have access please ask your manager to create one for you.
1. Go to Address Book > Groups tab
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2. Click ‘Add New Group’
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3. Enter a ‘Group Name’
Clicking the Add New Group button will launch the Group Settings modal showing the Group Details tab. Enter the name of the Group you wish to create.
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4. Enter a description of the purpose of the Group in the ‘Group Notes’
The Group’s notes serve as the description of the Group – Please note this is a required field.
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5. Select ‘Office Group (Local)’ in the Group Access Scope field
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6. Click the ‘Members’ tab
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7. Add Users to Group
You can invite users by clicking on the “Available” list of users on the left-hand side.
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You can remove selected members by clicking on them in the ‘Selected’ column on the right-hand side:
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8. Save
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Now you have a group.
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